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Technology Stocks : Dupont Photomasks (DPMI)
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To: Duane L. Olson who wrote (561)5/5/1998 12:25:00 AM
From: Bollmonster  Read Replies (1) of 955
 
Hey Duane,

Your rationale sounds pretty good. Although CYMI expects to increase ASPs with more advanced models (the 5010 and the Orion), it doesn't seem like it'll be anywhere near the % gain that DPMI will see.

Do you know what'll happen with DPMI's margins as they go to the higher revenue masks. Granted, it's a lot easier to squeeze $3000 (arbitrary figure) out of a $16 K mask than it is with a $4 K mask, but how much more are they going to have to invest with capital equipment, etc.

I apologize for the novice questions, but I've been trying to learn about DUV lasers lately and I have no clue about mask manufacture.

Thanks,

Bollmonster
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